Position in PAA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$727,812
+$59,989 QoQ
Shares Held
32,696
+9.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#175
of 419 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Spire Wealth Management holds $8,975,404 across 23 Oil & Gas Midstream names. PAA ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FLNG |
Flex LNG Ltd.
|
59,108 | $1,658,570 | |
| 2 | ET |
Energy Transfer LP
|
83,583 | $1,598,106 | |
| 3 | OKE |
Oneok Inc /New/
|
15,207 | $1,322,096 | |
| 4 | EPD |
Enterprise Products Partners L.P.
|
25,786 | $947,893 | |
| 5 | PAA |
Plains All American Pipeline LP
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|
32,696 | $727,812 | |
| 6 | TRGP |
Targa Resources Corp.
|
1,933 | $518,314 | |
| 7 | MPLX |
Mplx LP
|
7,988 | $449,964 | |
| 8 | KMI |
Kinder Morgan, Inc.
|
12,493 | $399,401 |
All Filings in PAA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $727,812 | 32,696 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $667,823 | 29,907 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $295,495 | 16,453 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $325,846 | 19,100 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $319,171 | 17,422 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $420,520 | 21,026 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $355,673 | 20,824 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $314,970 | 18,133 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $323,605 | 18,119 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $317,783 | 18,097 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $273,942 | 18,082 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $252,718 | 16,496 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $232,396 | 16,482 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $205,243 | 16,459 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $165,427 | 14,067 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $116,403 | 11,065 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $138,147 | 14,068 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $151,210 | 14,053 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $141,426 | 15,142 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $175,239 | 17,231 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $206,967 | 18,219 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $178,314 | 19,595 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||